Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
RED DOOR WEALTH MANAGEMENT LLC 04-17-2024 03-31-2024 195 518,955,286
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
PRUDENTIAL FINL INC COM 151 $472,770 4,027 0.00 0.00 -69 -1.68 03-31-2024
SCHWAB STRATEGIC TR US SML CAP ETF 152 $454,972 9,240 0.00 0.00 6 0.06 03-31-2024
VANGUARD INDEX FDS MID CAP ETF 153 $446,923 1,789 0.00 0.00 132 7.97 03-31-2024
EMERSON ELEC CO COM 154 $445,174 3,925 0.00 0.00 -193 -4.69 03-31-2024
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